The Team

Fidant Wealth Partners
If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

Doug Kisker

Doug Kisker

Private Wealth Advisor

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Top Areas of Focus

  • Small Business
  • Women's Financial Strategies
  • Retirement Planning Strategies

Education

Miami University, BA, 1986
CA Insurance #0D46014

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Paul Bergman

Paul Bergman

Private Wealth Advisor

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Designations

MBA, CFP®

Top Areas of Focus

  • Family Finances
  • Wealth Preservation Strategies
  • Charitable Giving

Education

M.B.A. Finance, Ohio University, Athens, OH, M.A. Audiology, Cleveland State University, Cleveland, OH, B.A. Biology, St. Joseph's College, Rensselaer, IN
CA Insurance #0I25730

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Matthew Poulos

Matthew Poulos

Financial Advisor

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Designations

APMA®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Insurance

Education

Bachelor of Science, University of Cincinnati

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Jerry Wagner

Jerry Wagner

Financial Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Estate Planning Strategies
  • Investments
  • Retirement Planning Strategies

Education

BBA, Business Management, Northwood University, Assoc, Automotive Marketing, Northwood University, College for Financial Planning
CA Insurance #0G79187

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Terri Connelly

Terri Connelly

Associate Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies

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Kathleen Laverde

Kathleen Laverde

Financial Advisor

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Designations

CLU®

Top Areas of Focus

  • Estate Planning Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies

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David Girmann

David Girmann

Financial Advisor

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Top Areas of Focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investment Management

Education

University of Cincinnati, BS, Economics, Xavier University, MBA, Executive MBA Program

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Our Staff

Joseph P. Troy III, CRPC<sup>®</sup>

Joseph P. Troy III, CRPC®

Financial Planning Analyst

Practice Manager
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Qualifications

  • Series 7
  • Series 66
  • Health, Life and Variable Annuities
  • Chartered Retirement Planning Counselor℠
Stacie Key, CRPC<sup>®</sup>

Stacie Key, CRPC®

Operations Director

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Qualifications

  • Series 7
  • Series 66
  • Health, Life and Variable Annuities
  • Chartered Retirement Planning Counselor℠
Maryellen Peretzky

Maryellen Peretzky

Paraplanner

Chief Financial Officer
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Qualifications

  • Series 65
  • Series 63
  • Series 7
  • Health, Life and Variable Annuities
  • Series 52, Series 53, Series 24, Series 27 and Series 4
Sonya Flannery

Sonya Flannery

Executive Assistant

Chastity Jimino Davis

Chastity Jimino Davis

Office Manager

Caroline Kisker

Caroline Kisker

Marketing Manager

Charity Flynn Jordan

Charity Flynn Jordan

Business Development Manager

Tresa Louderback, CRPC<sup>®</sup>

Tresa Louderback, CRPC®

Financial Planning Assistant

Paraplanner
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Qualifications

  • Chartered Retirement Planning Counselor℠
Crystal Foster

Crystal Foster

Client Concierge

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Qualifications

  • Series 7
  • Series 63
  • Series 66
  • Health, Life and Variable Annuities
Jane Dyar

Jane Dyar

Administrative Assistant

Tony Bergman

Tony Bergman

Client Service Specialist

Tosha Thompson

Tosha Thompson

Client Service Associate

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Qualifications

  • Series 7
  • Series 63